WP
Wealthspan Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
9,628
-24
| -0.2% | -$5.69K | 0.94% | 26 |
|
|
2025
Q1 | $2.14M | Sell |
9,652
-143
| -1% | -$31.7K | 0.99% | 27 |
|
|
2024
Q4 | $2.35M | Buy |
9,795
+172
| +2% | +$41.3K | 1.12% | 22 |
|
|
2024
Q3 | $2.28M | Buy |
9,623
+143
| +2% | +$33.9K | 1.13% | 22 |
|
|
2024
Q2 | $2.07M | Buy |
9,480
+116
| +1% | +$25.3K | 1.14% | 20 |
|
|
2024
Q1 | $2.14M | Buy |
9,364
+627
| +7% | +$143K | 1.26% | 19 |
|
|
2023
Q4 | $1.86M | Buy |
8,737
+200
| +2% | +$42.7K | 1.3% | 18 |
|
|
2023
Q3 | $1.61M | Buy |
8,537
+787
| +10% | +$149K | 1.28% | 18 |
|
|
2023
Q2 | $1.54M | Buy |
7,750
+205
| +3% | +$40.8K | 1.22% | 18 |
|
|
2023
Q1 | $1.43M | Sell |
7,545
-175
| -2% | -$33.2K | 1.22% | 17 |
|
|
2022
Q4 | $1.42M | Sell |
7,720
-10
| -0.1% | -$1.84K | 1.29% | 16 |
|
|
2022
Q3 | $1.32M | Sell |
7,730
-91
| -1% | -$15.6K | 1.37% | 16 |
|
|
2022
Q2 | $1.38M | Sell |
7,821
-159
| -2% | -$28K | 1.42% | 14 |
|
|
2022
Q1 | $1.7M | Sell |
7,980
-94
| -1% | -$20K | 1.54% | 13 |
|
|
2021
Q4 | $1.83M | Buy |
+8,074
| New | +$1.83M | 1.61% | 14 |
|